Strategy Manager

Jackson Hewitt Tax Service - Jersey City, NJ4.1

At Jackson Hewitt, we are working hard for the hardest working and we are on a mission to completely change the way our customers engage with their personal finances. Jackson Hewitt combines the fun, fast-paced culture of a startup with the scale and reputation of one of the nation’s largest retailers (over 6,000 locations).

We have a passion for our employees and our customers. We recognize and appreciate that our team members are our single greatest competitive advantage. Being an industry leader requires a consistent focus on quality, innovation, performance and results.
Jackson Hewitt Strategy Manager

Assignment Specification

TITLE: Strategy Manager

REPORTS TO: Head of Strategy

LOCATION: Jersey City, NJ

Jackson Hewitt Tax Service Inc. is the #2 provider of full-service individual federal and state income tax preparation, and related financial services products, delivered through approximately 6,000 locations (franchised and company-owned), including nearly 3,000 neighborhood Walmarts. The company also offers an online tax preparation product.

The company prides itself on “Working Hard for the Hardest Working,” and is on a mission to completely change the way their customers engage with their personal finances. As certified tax preparers, the company holds its results to a standard even higher than required by the IRS and knows the tax code better than competitors. Jackson Hewitt Tax Preparers ask more of the right questions to find the credits and deductions that their clients deserve and that others miss. Bottom line - tax returns are 100% accurate or Jackson Hewitt pays.

Jackson Hewitt is a company in growth mode, including opening new locations and developing innovative, new consumer financial products. As an employer, the company combines the fun, fast-paced culture of a start-up with the scale and reputation of one of the nation’s largest retailers. Jackson Hewitt has a passion for both customers and employees. They recognize and appreciate that Jackson Hewitt team members are their single greatest competitive advantage. Being an industry leader requires a consistent focus on quality, innovation, performance and results. Jackson Hewitt was founded in 1982 by John Hewitt who purchased the six-location, Norfolk, Virginia-based Mel Jackson's Tax Service and renamed it Jackson Hewitt.

Corsair Capital

In May 2018, Jackson Hewitt was acquired by funds managed by Corsair Capital in partnership with the Jackson Hewitt senior management team.

Founded in 1992 with offices in New York and London, Corsair Capital is one of the longest- standing private equity firms focused on the financial services industry. Corsair Capital acquired its controlling stake in Jackson Hewitt from an affiliate of H.I.G. Bayside Capital.

The Strategy Manager will help drive decision-making on critical strategic issues to evolve and grow Jackson Hewitt. The individual will identify and pursue growth opportunities, both within Jackson Hewitt’s core tax preparation business and beyond into adjacent financial services. This is accomplished by surfacing the right actionable analyses and data-driven insights to enhance company performance, drive better corporate strategy, and inform
major decision-making.

This is a highly visible role that will collaborate closely with key leaders throughout the business, including the CEO, CFO and Board of Directors, and be a critical piece of helping Jackson Hewitt build on their business success. Jackson Hewitt is seeking someone who wants an opportunity to drive meaningful change in an entrepreneurial environment. This role offers the chance to work on critical strategic issues, unparalleled access to company leadership, strong opportunities for advancement within the organization, and highly competitive compensation that reflects the company’s commitment to talent.

Primary Roles and Responsibilities Include:
Drive critical strategic decision making: Execute on key strategic growth initiatives through marketplace research, qualitative and quantitative analysis, and developing strategic recommendations in partnership with the Head of Strategy, Jackson Hewitt senior executive team, product managers, and a wide range of other stakeholders within Jackson Hewitt

Strategic communications: Lead development of executive-level presentations for high visibility meetings (e.g., board meetings, all-employee meetings, meetings with the Franchisee community, and other high level meetings)

Reporting: Owning a few regular reports based in QlikView for the executive team

Competitive intelligence: Responsible for performing regular research and analysis on competitors (e.g., reporting on competitors’ investor calls), including driving competitive-focused projects

Annual Strategic Planning: Working with the Head of Strategy to build the Annual Strategic Plan

In addition to the Head of Strategy, to whom this individual will report, the Strategy Manager will have regular interaction with the Jackson Hewitt senior management team, including but not limited to the CFO and the CEO. This position offers unparalleled exposure to the most senior executives in the business.

1. Relevant Experience: The ideal candidate will have at least two to three years of experience from a top-tier professional services firm (e.g., strategy consulting, investment banking). Experience in consumer financial services is a plus.

2. Structured & Logical Thinking: Superior critical thinking skills are critical to this role, including the ability to
identify and define problems, collect data, establish facts and demonstrate a ‘nose for value’ to discern what is important and draw valid conclusions.

3. Analytical Excellence: Excellent analytical and financial modeling capabilities are required. Experience with database platforms (e.g., Qlikview) is a plus.

4. Communication Skills: Excellent communication and presentation skills, both written and verbal, including confidence and presence to engage effectively with all levels.

5. Entrepreneurial Spirit: The candidate will need to be enthusiastic about operating in a fast-paced, unstructured environment and being self-directed. Deep intellectual curiosity and strong drive to challenge the status quo is needed.

6. Education: The right fit candidate will have an undergrad degree from a top academic institution. MBA is a plus.

The candidate selected for this position will be a creative, out-of-the-box thinker who is intellectually curious with a demonstrated interest in learning. This person will also need to be a self-motivated, high-energy individual who can easily function in a high demand, performance-driven environment. He/she must be accustomed to working on multiple tasks in parallel. This professional must demonstrate strong leadership skills, best demonstrated by the individual’s ability to gain credibility with team members and senior management.

The successful candidate will:
  • Be modest in nature, recognizing the accomplishments of the team before the individual
  • Be highly motivated and possess vision and enthusiasm
  • Be comfortable acting as an individual contributor while leading interdepartmental work streams without formal management authority
  • Understand how to deliver on short time frames and be committed to meeting deadlines “no matter what”
  • Communicate in an open and honest way that quickly builds trust and respect
  • Possess an entrepreneurial spirit
  • Be comfortable on his/her feet making presentations
We appreciate your interest in Jackson Hewitt Tax Service. Jackson Hewitt Tax Service is an equal employment opportunity employer. The Company’s policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, age (40 and over), disability, gender identity, sexual orientation or any other basis protected by applicable federal, state, or local laws. Jackson Hewitt Tax Service also prohibits harassment of applicants or employees based on any of these protected categories. It is also Jackson Hewitt Tax Service’s policy to comply with all applicable state and federal laws respecting consideration of unemployment status in making hiring decisions.
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